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Assign workers to a leave plan

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Applies to these Dynamics 365 apps:
Human Resources

After you've created a leave and absence plan in Dynamics 365 Human Resources, assign it to workers.

Assign a plan to a group of employees

  1. On the Leave and absence page, select the plan you want to assign.

  2. Select Assign to employees.

  3. Adjust the following settings as appropriate:

    • Enroll on employment start date
    • Enrollment date
    • End date
    • Tier basis

  4. Under Workers to enroll, select all the works to assign to the plan.

  5. Select Assign plan at the bottom of the page.

Assign a plan to an employee

  1. On the employee's record, select Leave.
  2. Select Leave and absence.
  3. Select New.
  4. Enter an enrollment date and select a leave plan.

See also